Quotes Page Fields and Buttons

You use this page to view detailed information about a quote.

Note: Columns that contain a currency symbol, such as Cost £, display the symbol for the currency that your agency has selected as its base currency. In the following descriptions, the £ is just used as an example.

Top of Page

Field	Description
Breadcrumbs	Breadcrumbs indicate where in the quote hierarchy you are viewing this quote. The first level (at the left) is the client name, the second level is the project name, and the third level is the name of the quote.
or	The closed lock indicates that you cannot edit the quote. The open lock indicates that you can edit it.
	The page numbers show you what page you are on and the total number of pages. You can use the buttons to navigate through the pages. You can click back to search to return to the search results grid on the Quote Search page.
	Click to add a link to this page on your home page.

Above the Grid

Field	Description
Quote Number	This field displays the number that TrafficLIVE assigned to the quote when it was created.
Name	This field displays the name that was entered for the quote when it was created.
	You can click this button to open the Notes dialog, where you can enter any additional information about the quote.
Description	This field displays a description of the quote.
Edit Free Tags...	This field displays any free tags that have been applied to the quote to help categorize the quote or in searches.
Type	This field displays the type of quote, such as Design for Print.
Owner	This field displays the name of the quote's owner.
Client Contact	This field displays the name of the client contact.
Related Job #	This field displays the name of the job to which the quote is related. You can click the job name to view the Jobs page for that job. If there is no related job, "N/A" appears in this field.
Show tax	Select this check box to display tax amounts in the data grid.
	Click to use the foreign currency functionality if the client uses a different currency than your agency's base currency. Client-facing figures then appear in their currency, but internal figures appear in your agency's base currency.
Order Anticipated	This field displays the date when you expect to win the job that this quote represents This is the Order Anticipated date as set on the New Quote page. You can enter or edit a date or use the icon to choose a date.
Job Deadline	This field displays the job deadline date as set on the quote, which is the projected date of finishing the job that is being quoted. You can enter or edit a date or use the to choose a date.
Client Ref	This column displays any information that was provided in the Client Ref field on the New Quote page.
Rate Card	This field displays the rate card that is assigned to this client. If there is no client-specific rate card, the default rate card is used. You can change this by choosing another rate card from the drop-down.
Realization Threshold	This field displays the percentage of the recoverable value of work that your TrafficLIVE administrator has defined as the minimum requirement to proceed. The actual realization percentage of the quote is always measured against the values of the default rate card. The realization threshold is provided only for guidance.
System Status	This field displays the system status of the quote: Draft — The quote is not yet ready to issue. Progress — The quote is ready to show to the client. Complete — You have won the quote. (Note that when you convert a quote to a job, the quote's system status changes to Complete automatically.) Declined — You did not win the quote.
User Status	This field displays the user-defined status of the quote, such as With Client. This status is defined by the TrafficLIVE administrator.
Sales Stage	This field displays the sales stage of the quote, such as Lead. This field is linked to the Prob of Proceeding % field.
Prob of proceeding %	This field displays a percentage that represents the likelihood that the quote will proceed. This field is linked to the Sales Stage field.

Data Grid

Field	Description
	Click to access the Column Selector Profiles pop-up, where you can select to display or not display columns and then save your selections as a Column Selector profile.
	Click, hold, and drag to move a quote line item up or down in the list, or to move it into or out of a stage. Release it when the line item is in the appropriate location
#	This field displays the quote line item number that TrafficLIVE generated when the line item was created.
Type	This column displays the type of the line item, such as Design for Print.
Description	This column displays a description of the line item.
Tender ID	Click the icon to go to the Update cost of <tender name > dialog to enter or edit information about the supplier, the tender amount, and the tender quantity for the tender that was crated from this quote. This icon is only present when a valid tender has been created and linked to this quote. Click the tender ID link to go to the Tenders page to view details about the tender that was created from this quote.
	Click to access the Notes dialog, where you can read or enter additional information.
Charge Band	This column displays the default charge band or another charge band that was selected. The default charge band is the first charge band, alphabetically, in the list of charge bands. You can choose another charge band from the drop-down.
Realization %	This column displays the percentage that the rate is worth at the default rate, versus the rate that was sold.
Qty	This column is the number of units being quoted, such as the number of hours, or the number of purchase or expense items. The value of this column defaults to 1. You can click in the column to change the value.
Cost £	This column displays the cost per unit to your agency in your agency's base currency. This is the default cost from the associated charge band. You can click in the column to enter a different value.
Markup %	This column displays a default percentage for markup. You can click in the column to enter a different percentage.
Rate £	This column displays the cost plus the markup, which is essentially the selling price per unit of the item that is being quoted. This is a default rate in your agency's base currency. You can click in the column to enter a different value.
Total £	This column displays the total that is derived by multiplying the value of the Qty column by the value of the Rate column. However, you can click in the column to enter a different value
Ex. from Quote	Select this check box to omit the line item from being printed when you print the quote. The value is not excluded from the total at the bottom of the page, and any excluded lines are included in the job if you convert it to a job later.
Optional	Select this check box to group this line item with other optional line items when you print the quote, so that their figures are calculated together and they are printed together, rather than being included in the main quote. The actual appearance of optional lines on the printed PDF may vary according to your company's quote design.

Below the Data Grid

Field	Description
Total Realization % (unlabeled)	This figure at the bottom of the Realization % column provides the total of the Realization % column values for the quote.
Total Cost £ (unlabeled)	This figure at the bottom of the Cost £ column provides the total of the Cost £ values for the quote.
Total £ (unlabeled)	This figure at the bottom of the Total £ column provides the total of the Total £ values for the quote.
	Click to add a line item to the quote.
	Click to remove a line item from the quote.
	Click to add a stage to the quote. Using stages is optional.
	Click to remove a stage from the quote. You can only remove a stage if you have first deleted all of the tasks that are linked to the stage.
Margin	This field displays the total margin percentage for the quote. TrafficLIVE calculates this value; you cannot edit it.
Profit	This field displays the total profit for the quote in your agency's base currency. TrafficLIVE calculates this value; you cannot edit it.
Tax	This field displays the total tax for the quote in your agency's base currency, using your TrafficLIVE's default tax code setting. TrafficLIVE calculates this value; you cannot edit it.
Grand Total	This field displays the grand total value of the quote in your agency's base currency. TrafficLIVE calculates this value; you cannot edit it.
	Click to create another quote.
	Click to create a job from this quote on the Jobs page.
	Click to move the quote to a different client or project. If a job is linked to the quote, the job also moves.
	Click to access the Issue Quote dialog so that you can save and print it and/or send it to the client using Correspondence.
	Click to create a tender for any estimated purchase line items on this quote on the Tenders page.
	Click to version this quote. TrafficLIVE copies this quote and appends :1 to the quote name for the first additional version; for example, an original quote named Q1 becomes Q1:1. The original quote (Q1) is locked and cannot be edited unless you have the correct permission to unlock it. Each additional version number is incremented by 1; a second version's name would be Q1:2.
	Use the options available via this pull-up to delete a quote, copy a quote, or export a quote.
	Click to access the Templates dialog to apply a template, save a view as a template, or modify a template.
	Click to save the information that you have entered or changed.